paperclip/skills/paperclip-create-agent/references/agent-instruction-templates.md

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[codex] Improve agent runtime recovery and governance (#4086) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The heartbeat runtime, agent import path, and agent configuration defaults determine whether work is dispatched safely and predictably. > - Several accumulated fixes all touched agent execution recovery, wake routing, import behavior, and runtime concurrency defaults. > - Those changes need to land together so the heartbeat service and agent creation defaults stay internally consistent. > - This pull request groups the runtime/governance changes from the split branch into one standalone branch. > - The benefit is safer recovery for stranded runs, bounded high-volume reads, imported-agent approval correctness, skill-template support, and a clearer default concurrency policy. ## What Changed - Fixed stranded continuation recovery so successful automatic retries are requeued instead of incorrectly blocking the issue. - Bounded high-volume issue/log reads across issue, heartbeat, agent, project, and workspace paths. - Fixed imported-agent approval and instruction-path permission handling. - Quarantined seeded worktree execution state during worktree provisioning. - Queued approval follow-up wakes and hardened SQL_ASCII heartbeat output handling. - Added reusable agent instruction templates for hiring flows. - Set the default max concurrent agent runs to five and updated related UI/tests/docs. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/__tests__/company-portability.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/heartbeat-comment-wake-batching.test.ts server/src/__tests__/heartbeat-list.test.ts server/src/__tests__/issues-service.test.ts server/src/__tests__/agent-permissions-routes.test.ts packages/adapter-utils/src/server-utils.test.ts ui/src/lib/new-agent-runtime-config.test.ts` - Split integration check: merged this branch first, followed by the other [PAP-1614](/PAP/issues/PAP-1614) branches, with no merge conflicts. - Confirmed this branch does not include `pnpm-lock.yaml`. ## Risks - Medium risk: touches heartbeat recovery, queueing, and issue list bounds in central runtime paths. - Imported-agent and concurrency default behavior changes may affect existing automation that assumes one-at-a-time default runs. - No database migrations are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5.4 tool-enabled coding model, agentic code-editing/runtime with local shell and GitHub CLI access; exact context window and reasoning mode are not exposed by the Paperclip harness. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:19:48 -05:00
# Agent Instruction Templates
[codex] Harden create-agent skill governance (#4422) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Hiring agents is a governance-sensitive workflow because it grants roles, adapter config, skills, and execution capability > - The create-agent skill needs explicit templates and review guidance so hires are auditable and not over-permissioned > - Skill sync also needs to recognize bundled Paperclip skills consistently for Codex local agents > - This pull request expands create-agent role templates, adds a security-engineer template, and documents capability/secret-handling review requirements > - The benefit is safer, more repeatable agent creation with clearer approval payloads and less permission sprawl ## What Changed - Expanded `paperclip-create-agent` guidance for template selection, adjacent-template drafting, and role-specific review bars. - Added a Security Engineer agent template and collaboration/safety sections for Coder, QA, and UX Designer templates. - Hardened draft-review guidance around desired skills, external-system access, secrets, and confidential advisory handling. - Updated LLM agent-configuration guidance to point hiring workflows at the create-agent skill. - Added tests for bundled skill sync, create-agent skill injection, hire approval payloads, and LLM route guidance. ## Verification - `pnpm exec vitest run server/src/__tests__/agent-skills-routes.test.ts server/src/__tests__/codex-local-skill-injection.test.ts server/src/__tests__/codex-local-skill-sync.test.ts server/src/__tests__/llms-routes.test.ts server/src/__tests__/paperclip-skill-utils.test.ts --config server/vitest.config.ts` passed: 5 files, 23 tests. - `git diff --check public-gh/master..pap-2228-create-agent-governance -- . ':(exclude)ui/storybook-static'` passed. - Confirmed this PR does not include `pnpm-lock.yaml`. ## Risks - Low-to-medium risk: this primarily changes skills/docs and tests, but it affects future hiring guidance and approval expectations. - Reviewers should check whether the new Security Engineer template is too broad for default company installs. - No database migrations. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, with shell, git, Paperclip API, and GitHub CLI tool use in the local Paperclip workspace. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Note: screenshot checklist item is not applicable; this PR changes skills, docs, and server tests. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-24 14:15:28 -05:00
Use this reference from step 4 of the hiring workflow. It lists the current role templates, when to use each, and how to decide between an exact template, an adjacent template, or the generic fallback.
[codex] Improve agent runtime recovery and governance (#4086) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The heartbeat runtime, agent import path, and agent configuration defaults determine whether work is dispatched safely and predictably. > - Several accumulated fixes all touched agent execution recovery, wake routing, import behavior, and runtime concurrency defaults. > - Those changes need to land together so the heartbeat service and agent creation defaults stay internally consistent. > - This pull request groups the runtime/governance changes from the split branch into one standalone branch. > - The benefit is safer recovery for stranded runs, bounded high-volume reads, imported-agent approval correctness, skill-template support, and a clearer default concurrency policy. ## What Changed - Fixed stranded continuation recovery so successful automatic retries are requeued instead of incorrectly blocking the issue. - Bounded high-volume issue/log reads across issue, heartbeat, agent, project, and workspace paths. - Fixed imported-agent approval and instruction-path permission handling. - Quarantined seeded worktree execution state during worktree provisioning. - Queued approval follow-up wakes and hardened SQL_ASCII heartbeat output handling. - Added reusable agent instruction templates for hiring flows. - Set the default max concurrent agent runs to five and updated related UI/tests/docs. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/__tests__/company-portability.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/heartbeat-comment-wake-batching.test.ts server/src/__tests__/heartbeat-list.test.ts server/src/__tests__/issues-service.test.ts server/src/__tests__/agent-permissions-routes.test.ts packages/adapter-utils/src/server-utils.test.ts ui/src/lib/new-agent-runtime-config.test.ts` - Split integration check: merged this branch first, followed by the other [PAP-1614](/PAP/issues/PAP-1614) branches, with no merge conflicts. - Confirmed this branch does not include `pnpm-lock.yaml`. ## Risks - Medium risk: touches heartbeat recovery, queueing, and issue list bounds in central runtime paths. - Imported-agent and concurrency default behavior changes may affect existing automation that assumes one-at-a-time default runs. - No database migrations are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5.4 tool-enabled coding model, agentic code-editing/runtime with local shell and GitHub CLI access; exact context window and reasoning mode are not exposed by the Paperclip harness. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:19:48 -05:00
[codex] Harden create-agent skill governance (#4422) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Hiring agents is a governance-sensitive workflow because it grants roles, adapter config, skills, and execution capability > - The create-agent skill needs explicit templates and review guidance so hires are auditable and not over-permissioned > - Skill sync also needs to recognize bundled Paperclip skills consistently for Codex local agents > - This pull request expands create-agent role templates, adds a security-engineer template, and documents capability/secret-handling review requirements > - The benefit is safer, more repeatable agent creation with clearer approval payloads and less permission sprawl ## What Changed - Expanded `paperclip-create-agent` guidance for template selection, adjacent-template drafting, and role-specific review bars. - Added a Security Engineer agent template and collaboration/safety sections for Coder, QA, and UX Designer templates. - Hardened draft-review guidance around desired skills, external-system access, secrets, and confidential advisory handling. - Updated LLM agent-configuration guidance to point hiring workflows at the create-agent skill. - Added tests for bundled skill sync, create-agent skill injection, hire approval payloads, and LLM route guidance. ## Verification - `pnpm exec vitest run server/src/__tests__/agent-skills-routes.test.ts server/src/__tests__/codex-local-skill-injection.test.ts server/src/__tests__/codex-local-skill-sync.test.ts server/src/__tests__/llms-routes.test.ts server/src/__tests__/paperclip-skill-utils.test.ts --config server/vitest.config.ts` passed: 5 files, 23 tests. - `git diff --check public-gh/master..pap-2228-create-agent-governance -- . ':(exclude)ui/storybook-static'` passed. - Confirmed this PR does not include `pnpm-lock.yaml`. ## Risks - Low-to-medium risk: this primarily changes skills/docs and tests, but it affects future hiring guidance and approval expectations. - Reviewers should check whether the new Security Engineer template is too broad for default company installs. - No database migrations. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, with shell, git, Paperclip API, and GitHub CLI tool use in the local Paperclip workspace. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Note: screenshot checklist item is not applicable; this PR changes skills, docs, and server tests. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-24 14:15:28 -05:00
These templates are deliberately separate from the main Paperclip heartbeat skill and from `SKILL.md` in this folder — the core wake procedure and hiring workflow stay short, and role-specific depth lives here.
## Decision flow
```
role match?
├── exact template exists → copy it, replace placeholders, submit
├── adjacent template is close → copy closest, adapt deliberately (charter, lenses, sections)
└── no template is close → use references/baseline-role-guide.md to build from scratch
```
In the hire comment, state which path you took so the board can audit the reasoning.
[codex] Improve agent runtime recovery and governance (#4086) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The heartbeat runtime, agent import path, and agent configuration defaults determine whether work is dispatched safely and predictably. > - Several accumulated fixes all touched agent execution recovery, wake routing, import behavior, and runtime concurrency defaults. > - Those changes need to land together so the heartbeat service and agent creation defaults stay internally consistent. > - This pull request groups the runtime/governance changes from the split branch into one standalone branch. > - The benefit is safer recovery for stranded runs, bounded high-volume reads, imported-agent approval correctness, skill-template support, and a clearer default concurrency policy. ## What Changed - Fixed stranded continuation recovery so successful automatic retries are requeued instead of incorrectly blocking the issue. - Bounded high-volume issue/log reads across issue, heartbeat, agent, project, and workspace paths. - Fixed imported-agent approval and instruction-path permission handling. - Quarantined seeded worktree execution state during worktree provisioning. - Queued approval follow-up wakes and hardened SQL_ASCII heartbeat output handling. - Added reusable agent instruction templates for hiring flows. - Set the default max concurrent agent runs to five and updated related UI/tests/docs. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/__tests__/company-portability.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/heartbeat-comment-wake-batching.test.ts server/src/__tests__/heartbeat-list.test.ts server/src/__tests__/issues-service.test.ts server/src/__tests__/agent-permissions-routes.test.ts packages/adapter-utils/src/server-utils.test.ts ui/src/lib/new-agent-runtime-config.test.ts` - Split integration check: merged this branch first, followed by the other [PAP-1614](/PAP/issues/PAP-1614) branches, with no merge conflicts. - Confirmed this branch does not include `pnpm-lock.yaml`. ## Risks - Medium risk: touches heartbeat recovery, queueing, and issue list bounds in central runtime paths. - Imported-agent and concurrency default behavior changes may affect existing automation that assumes one-at-a-time default runs. - No database migrations are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5.4 tool-enabled coding model, agentic code-editing/runtime with local shell and GitHub CLI access; exact context window and reasoning mode are not exposed by the Paperclip harness. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:19:48 -05:00
## Index
[codex] Harden create-agent skill governance (#4422) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Hiring agents is a governance-sensitive workflow because it grants roles, adapter config, skills, and execution capability > - The create-agent skill needs explicit templates and review guidance so hires are auditable and not over-permissioned > - Skill sync also needs to recognize bundled Paperclip skills consistently for Codex local agents > - This pull request expands create-agent role templates, adds a security-engineer template, and documents capability/secret-handling review requirements > - The benefit is safer, more repeatable agent creation with clearer approval payloads and less permission sprawl ## What Changed - Expanded `paperclip-create-agent` guidance for template selection, adjacent-template drafting, and role-specific review bars. - Added a Security Engineer agent template and collaboration/safety sections for Coder, QA, and UX Designer templates. - Hardened draft-review guidance around desired skills, external-system access, secrets, and confidential advisory handling. - Updated LLM agent-configuration guidance to point hiring workflows at the create-agent skill. - Added tests for bundled skill sync, create-agent skill injection, hire approval payloads, and LLM route guidance. ## Verification - `pnpm exec vitest run server/src/__tests__/agent-skills-routes.test.ts server/src/__tests__/codex-local-skill-injection.test.ts server/src/__tests__/codex-local-skill-sync.test.ts server/src/__tests__/llms-routes.test.ts server/src/__tests__/paperclip-skill-utils.test.ts --config server/vitest.config.ts` passed: 5 files, 23 tests. - `git diff --check public-gh/master..pap-2228-create-agent-governance -- . ':(exclude)ui/storybook-static'` passed. - Confirmed this PR does not include `pnpm-lock.yaml`. ## Risks - Low-to-medium risk: this primarily changes skills/docs and tests, but it affects future hiring guidance and approval expectations. - Reviewers should check whether the new Security Engineer template is too broad for default company installs. - No database migrations. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, with shell, git, Paperclip API, and GitHub CLI tool use in the local Paperclip workspace. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Note: screenshot checklist item is not applicable; this PR changes skills, docs, and server tests. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-24 14:15:28 -05:00
| Template | Use when hiring | Typical adapter | Lens density |
|---|---|---|---|
| [`Coder`](agents/coder.md) | Software engineers who implement code, debug issues, write tests, and coordinate with QA/CTO | `codex_local`, `claude_local`, `cursor`, or another coding adapter | Low (operational) |
| [`QA`](agents/qa.md) | QA engineers who reproduce bugs, validate fixes, capture screenshots, and report actionable findings | `claude_local` or another browser-capable adapter | Low (operational) |
| [`UX Designer`](agents/uxdesigner.md) | Product designers who produce UX specs, review interface quality, and evolve the design system | `codex_local`, `claude_local`, or another adapter with repo/design context | High (lens-heavy) |
| [`SecurityEngineer`](agents/securityengineer.md) | Security engineers who threat-model, review auth/crypto/input handling, triage supply-chain and LLM-agent risk, and drive remediations | `claude_local`, `codex_local`, or another adapter with repo context | High (lens-heavy) |
If you are hiring a role that is not in this index, do not force a fit. Use the adjacent-template path when one is genuinely close, or the generic fallback when none is.
### When to use each template
[codex] Improve agent runtime recovery and governance (#4086) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The heartbeat runtime, agent import path, and agent configuration defaults determine whether work is dispatched safely and predictably. > - Several accumulated fixes all touched agent execution recovery, wake routing, import behavior, and runtime concurrency defaults. > - Those changes need to land together so the heartbeat service and agent creation defaults stay internally consistent. > - This pull request groups the runtime/governance changes from the split branch into one standalone branch. > - The benefit is safer recovery for stranded runs, bounded high-volume reads, imported-agent approval correctness, skill-template support, and a clearer default concurrency policy. ## What Changed - Fixed stranded continuation recovery so successful automatic retries are requeued instead of incorrectly blocking the issue. - Bounded high-volume issue/log reads across issue, heartbeat, agent, project, and workspace paths. - Fixed imported-agent approval and instruction-path permission handling. - Quarantined seeded worktree execution state during worktree provisioning. - Queued approval follow-up wakes and hardened SQL_ASCII heartbeat output handling. - Added reusable agent instruction templates for hiring flows. - Set the default max concurrent agent runs to five and updated related UI/tests/docs. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/__tests__/company-portability.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/heartbeat-comment-wake-batching.test.ts server/src/__tests__/heartbeat-list.test.ts server/src/__tests__/issues-service.test.ts server/src/__tests__/agent-permissions-routes.test.ts packages/adapter-utils/src/server-utils.test.ts ui/src/lib/new-agent-runtime-config.test.ts` - Split integration check: merged this branch first, followed by the other [PAP-1614](/PAP/issues/PAP-1614) branches, with no merge conflicts. - Confirmed this branch does not include `pnpm-lock.yaml`. ## Risks - Medium risk: touches heartbeat recovery, queueing, and issue list bounds in central runtime paths. - Imported-agent and concurrency default behavior changes may affect existing automation that assumes one-at-a-time default runs. - No database migrations are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5.4 tool-enabled coding model, agentic code-editing/runtime with local shell and GitHub CLI access; exact context window and reasoning mode are not exposed by the Paperclip harness. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:19:48 -05:00
[codex] Harden create-agent skill governance (#4422) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Hiring agents is a governance-sensitive workflow because it grants roles, adapter config, skills, and execution capability > - The create-agent skill needs explicit templates and review guidance so hires are auditable and not over-permissioned > - Skill sync also needs to recognize bundled Paperclip skills consistently for Codex local agents > - This pull request expands create-agent role templates, adds a security-engineer template, and documents capability/secret-handling review requirements > - The benefit is safer, more repeatable agent creation with clearer approval payloads and less permission sprawl ## What Changed - Expanded `paperclip-create-agent` guidance for template selection, adjacent-template drafting, and role-specific review bars. - Added a Security Engineer agent template and collaboration/safety sections for Coder, QA, and UX Designer templates. - Hardened draft-review guidance around desired skills, external-system access, secrets, and confidential advisory handling. - Updated LLM agent-configuration guidance to point hiring workflows at the create-agent skill. - Added tests for bundled skill sync, create-agent skill injection, hire approval payloads, and LLM route guidance. ## Verification - `pnpm exec vitest run server/src/__tests__/agent-skills-routes.test.ts server/src/__tests__/codex-local-skill-injection.test.ts server/src/__tests__/codex-local-skill-sync.test.ts server/src/__tests__/llms-routes.test.ts server/src/__tests__/paperclip-skill-utils.test.ts --config server/vitest.config.ts` passed: 5 files, 23 tests. - `git diff --check public-gh/master..pap-2228-create-agent-governance -- . ':(exclude)ui/storybook-static'` passed. - Confirmed this PR does not include `pnpm-lock.yaml`. ## Risks - Low-to-medium risk: this primarily changes skills/docs and tests, but it affects future hiring guidance and approval expectations. - Reviewers should check whether the new Security Engineer template is too broad for default company installs. - No database migrations. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, with shell, git, Paperclip API, and GitHub CLI tool use in the local Paperclip workspace. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Note: screenshot checklist item is not applicable; this PR changes skills, docs, and server tests. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-24 14:15:28 -05:00
- **Coder** — the hire primarily writes or edits code against existing conventions, runs focused tests, and hands off to QA. Pick Coder when the charter is "ship code that passes review and CI." Avoid for pure strategy, design, or security review.
- **QA** — the hire reproduces bugs in a running product, exercises flows in a browser or test harness, and produces evidence-grounded pass/fail reports. Pick QA when the charter is "confirm the user experience matches intent." Avoid for agents that only run static linters or unit tests — that belongs with a Coder.
- **UX Designer** — the hire is accountable for the user experience and visual quality of product work. Pick UXDesigner when the role must make design calls, push back on unstyled implementations, and evolve the design system. Avoid for agents that only proofread or enforce style-guide consistency without making IA or voice decisions, or that only run automated accessibility scans — those are operational and can use the baseline guide. Content Design proper (microcopy, voice, IA) is a lens-using variant; see the adjacent-template path.
- **SecurityEngineer** — the hire is accountable for security posture: threat-modeling, reviewing auth/crypto/input handling, supply-chain and LLM-agent risk, and driving remediations with evidence. Pick SecurityEngineer when the role must block insecure designs, propose concrete fixes, and handle sensitive disclosure. Avoid for agents that only run automated scanners with no triage responsibility — those are operational and can use the baseline guide with a short security-lens subset.
### Lens density: when to keep the full lens list
- **Lens-heavy templates** (UXDesigner, SecurityEngineer) encode expert judgment. The long lens list is the deliverable — keep it intact when hiring the primary domain owner. Drop lens groups only when the hire has an explicitly narrower scope (for example, an "Application Security Reviewer" who will never touch infrastructure or cryptography).
- **Operational templates** (Coder, QA) stay short on purpose. Do not paste lens lists into them just because the baseline guide recommends lenses. If a Coder-adjacent role genuinely needs lenses (for example, a Performance Engineer), pull a focused 510 lens set from the baseline-role-guide examples, not the full SecurityEngineer or UXDesigner set.
## How to apply an exact template
[codex] Improve agent runtime recovery and governance (#4086) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies. > - The heartbeat runtime, agent import path, and agent configuration defaults determine whether work is dispatched safely and predictably. > - Several accumulated fixes all touched agent execution recovery, wake routing, import behavior, and runtime concurrency defaults. > - Those changes need to land together so the heartbeat service and agent creation defaults stay internally consistent. > - This pull request groups the runtime/governance changes from the split branch into one standalone branch. > - The benefit is safer recovery for stranded runs, bounded high-volume reads, imported-agent approval correctness, skill-template support, and a clearer default concurrency policy. ## What Changed - Fixed stranded continuation recovery so successful automatic retries are requeued instead of incorrectly blocking the issue. - Bounded high-volume issue/log reads across issue, heartbeat, agent, project, and workspace paths. - Fixed imported-agent approval and instruction-path permission handling. - Quarantined seeded worktree execution state during worktree provisioning. - Queued approval follow-up wakes and hardened SQL_ASCII heartbeat output handling. - Added reusable agent instruction templates for hiring flows. - Set the default max concurrent agent runs to five and updated related UI/tests/docs. ## Verification - `pnpm install --frozen-lockfile` - `pnpm exec vitest run server/src/__tests__/company-portability.test.ts server/src/__tests__/heartbeat-process-recovery.test.ts server/src/__tests__/heartbeat-comment-wake-batching.test.ts server/src/__tests__/heartbeat-list.test.ts server/src/__tests__/issues-service.test.ts server/src/__tests__/agent-permissions-routes.test.ts packages/adapter-utils/src/server-utils.test.ts ui/src/lib/new-agent-runtime-config.test.ts` - Split integration check: merged this branch first, followed by the other [PAP-1614](/PAP/issues/PAP-1614) branches, with no merge conflicts. - Confirmed this branch does not include `pnpm-lock.yaml`. ## Risks - Medium risk: touches heartbeat recovery, queueing, and issue list bounds in central runtime paths. - Imported-agent and concurrency default behavior changes may affect existing automation that assumes one-at-a-time default runs. - No database migrations are included. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5.4 tool-enabled coding model, agentic code-editing/runtime with local shell and GitHub CLI access; exact context window and reasoning mode are not exposed by the Paperclip harness. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 06:19:48 -05:00
[codex] Split reusable agent hiring templates (#4124) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Hiring new agents depends on clear, reusable operating instructions > - The create-agent skill had one large template reference that mixed multiple roles together > - That made it harder to reuse, review, and adapt role-specific instructions during governed hires > - This pull request splits the reusable agent instruction templates into focused role files and polishes the agent instructions pane layout > - The benefit is faster, clearer agent hiring without bloating the main skill document ## What Changed - Split coder, QA, and UX designer reusable instructions into dedicated reference files. - Kept the index reference concise and pointed it at the role-specific files. - Updated the create-agent skill to describe the separated template structure. - Polished the agent detail instructions/package file tree layout so the longer template references remain readable. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm --filter @paperclipai/ui typecheck` - UI screenshot rationale: no screenshots attached because the visible change is limited to the Agent detail instructions file-tree layout (`wrapLabels` plus the side-by-side breakpoint). There is no new user flow or state transition to demonstrate; reviewers can verify visually by opening an agent's Instructions tab and resizing across the single-column and side-by-side breakpoints to confirm long file names wrap instead of truncating or overflowing. ## Risks - Low risk: this is documentation and UI layout only. - Main risk is stale links in the skill references; the new files are committed in the referenced paths. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, tool-enabled local shell and GitHub workflow, exact runtime context window not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots, or documented why targeted component/type verification is sufficient here - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 10:33:19 -05:00
1. Open the matching reference in `references/agents/`.
[codex] Refresh docs and agent skills (#4693) ## Thinking Path > - Paperclip orchestrates AI agents through a company-scoped control plane > - Contributors and agents need docs and skills that match the current V1 behavior > - The source branch included documentation updates alongside implementation work > - Keeping docs and skill guidance separate makes the implementation PR easier to review > - This pull request refreshes the V1 docs and agent-operating guidance without changing runtime behavior > - The benefit is current contributor guidance that can merge independently from code changes ## What Changed - Refreshed V1 product, goal, implementation, database, and development documentation. - Updated the Paperclip heartbeat skill guidance and create-agent skill references. - Added the Paperclip plan-to-task conversion skill. - Updated release changelog skill guidance. ## Verification - `git diff --check public-gh/master..HEAD` passed in the PR worktree after the Greptile fix. - Greptile Review passed on head `673317ed` with zero unresolved review threads. - GitHub PR checks passed on head `673317ed`: `policy`, `verify`, `e2e`, and `security/snyk (cryppadotta)`. ## Risks - Low runtime risk because this branch only changes docs and skill guidance. - Documentation may need follow-up wording adjustments if reviewers want a different framing for V1 behavior. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex, GPT-5 coding agent, tool-enabled terminal/GitHub workflow. Exact runtime context window was not exposed by the harness. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-28 16:12:03 -05:00
2. Copy that template into the new agent's instruction bundle (usually `AGENTS.md`). For hire requests using local managed-bundle adapters, send the adapted template as top-level `instructionsBundle.files["AGENTS.md"]`. Do not put new-agent instructions in `adapterConfig.promptTemplate`.
[codex] Split reusable agent hiring templates (#4124) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Hiring new agents depends on clear, reusable operating instructions > - The create-agent skill had one large template reference that mixed multiple roles together > - That made it harder to reuse, review, and adapt role-specific instructions during governed hires > - This pull request splits the reusable agent instruction templates into focused role files and polishes the agent instructions pane layout > - The benefit is faster, clearer agent hiring without bloating the main skill document ## What Changed - Split coder, QA, and UX designer reusable instructions into dedicated reference files. - Kept the index reference concise and pointed it at the role-specific files. - Updated the create-agent skill to describe the separated template structure. - Polished the agent detail instructions/package file tree layout so the longer template references remain readable. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm --filter @paperclipai/ui typecheck` - UI screenshot rationale: no screenshots attached because the visible change is limited to the Agent detail instructions file-tree layout (`wrapLabels` plus the side-by-side breakpoint). There is no new user flow or state transition to demonstrate; reviewers can verify visually by opening an agent's Instructions tab and resizing across the single-column and side-by-side breakpoints to confirm long file names wrap instead of truncating or overflowing. ## Risks - Low risk: this is documentation and UI layout only. - Main risk is stale links in the skill references; the new files are committed in the referenced paths. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, tool-enabled local shell and GitHub workflow, exact runtime context window not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots, or documented why targeted component/type verification is sufficient here - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 10:33:19 -05:00
3. Replace placeholders like `{{companyName}}`, `{{managerTitle}}`, `{{issuePrefix}}`, and URLs.
4. Remove tools or workflows the target adapter cannot use.
[codex] Harden create-agent skill governance (#4422) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Hiring agents is a governance-sensitive workflow because it grants roles, adapter config, skills, and execution capability > - The create-agent skill needs explicit templates and review guidance so hires are auditable and not over-permissioned > - Skill sync also needs to recognize bundled Paperclip skills consistently for Codex local agents > - This pull request expands create-agent role templates, adds a security-engineer template, and documents capability/secret-handling review requirements > - The benefit is safer, more repeatable agent creation with clearer approval payloads and less permission sprawl ## What Changed - Expanded `paperclip-create-agent` guidance for template selection, adjacent-template drafting, and role-specific review bars. - Added a Security Engineer agent template and collaboration/safety sections for Coder, QA, and UX Designer templates. - Hardened draft-review guidance around desired skills, external-system access, secrets, and confidential advisory handling. - Updated LLM agent-configuration guidance to point hiring workflows at the create-agent skill. - Added tests for bundled skill sync, create-agent skill injection, hire approval payloads, and LLM route guidance. ## Verification - `pnpm exec vitest run server/src/__tests__/agent-skills-routes.test.ts server/src/__tests__/codex-local-skill-injection.test.ts server/src/__tests__/codex-local-skill-sync.test.ts server/src/__tests__/llms-routes.test.ts server/src/__tests__/paperclip-skill-utils.test.ts --config server/vitest.config.ts` passed: 5 files, 23 tests. - `git diff --check public-gh/master..pap-2228-create-agent-governance -- . ':(exclude)ui/storybook-static'` passed. - Confirmed this PR does not include `pnpm-lock.yaml`. ## Risks - Low-to-medium risk: this primarily changes skills/docs and tests, but it affects future hiring guidance and approval expectations. - Reviewers should check whether the new Security Engineer template is too broad for default company installs. - No database migrations. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, with shell, git, Paperclip API, and GitHub CLI tool use in the local Paperclip workspace. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Note: screenshot checklist item is not applicable; this PR changes skills, docs, and server tests. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-24 14:15:28 -05:00
5. Keep the Paperclip heartbeat requirement and the task-comment requirement.
[codex] Split reusable agent hiring templates (#4124) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Hiring new agents depends on clear, reusable operating instructions > - The create-agent skill had one large template reference that mixed multiple roles together > - That made it harder to reuse, review, and adapt role-specific instructions during governed hires > - This pull request splits the reusable agent instruction templates into focused role files and polishes the agent instructions pane layout > - The benefit is faster, clearer agent hiring without bloating the main skill document ## What Changed - Split coder, QA, and UX designer reusable instructions into dedicated reference files. - Kept the index reference concise and pointed it at the role-specific files. - Updated the create-agent skill to describe the separated template structure. - Polished the agent detail instructions/package file tree layout so the longer template references remain readable. ## Verification - `pnpm install --frozen-lockfile --ignore-scripts` - `pnpm --filter @paperclipai/ui typecheck` - UI screenshot rationale: no screenshots attached because the visible change is limited to the Agent detail instructions file-tree layout (`wrapLabels` plus the side-by-side breakpoint). There is no new user flow or state transition to demonstrate; reviewers can verify visually by opening an agent's Instructions tab and resizing across the single-column and side-by-side breakpoints to confirm long file names wrap instead of truncating or overflowing. ## Risks - Low risk: this is documentation and UI layout only. - Main risk is stale links in the skill references; the new files are committed in the referenced paths. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, tool-enabled local shell and GitHub workflow, exact runtime context window not exposed in this session. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots, or documented why targeted component/type verification is sufficient here - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-20 10:33:19 -05:00
6. Add role-specific skills or reference files only when they are actually installed or bundled.
[codex] Harden create-agent skill governance (#4422) ## Thinking Path > - Paperclip orchestrates AI agents for zero-human companies > - Hiring agents is a governance-sensitive workflow because it grants roles, adapter config, skills, and execution capability > - The create-agent skill needs explicit templates and review guidance so hires are auditable and not over-permissioned > - Skill sync also needs to recognize bundled Paperclip skills consistently for Codex local agents > - This pull request expands create-agent role templates, adds a security-engineer template, and documents capability/secret-handling review requirements > - The benefit is safer, more repeatable agent creation with clearer approval payloads and less permission sprawl ## What Changed - Expanded `paperclip-create-agent` guidance for template selection, adjacent-template drafting, and role-specific review bars. - Added a Security Engineer agent template and collaboration/safety sections for Coder, QA, and UX Designer templates. - Hardened draft-review guidance around desired skills, external-system access, secrets, and confidential advisory handling. - Updated LLM agent-configuration guidance to point hiring workflows at the create-agent skill. - Added tests for bundled skill sync, create-agent skill injection, hire approval payloads, and LLM route guidance. ## Verification - `pnpm exec vitest run server/src/__tests__/agent-skills-routes.test.ts server/src/__tests__/codex-local-skill-injection.test.ts server/src/__tests__/codex-local-skill-sync.test.ts server/src/__tests__/llms-routes.test.ts server/src/__tests__/paperclip-skill-utils.test.ts --config server/vitest.config.ts` passed: 5 files, 23 tests. - `git diff --check public-gh/master..pap-2228-create-agent-governance -- . ':(exclude)ui/storybook-static'` passed. - Confirmed this PR does not include `pnpm-lock.yaml`. ## Risks - Low-to-medium risk: this primarily changes skills/docs and tests, but it affects future hiring guidance and approval expectations. - Reviewers should check whether the new Security Engineer template is too broad for default company installs. - No database migrations. > For core feature work, check [`ROADMAP.md`](ROADMAP.md) first and discuss it in `#dev` before opening the PR. Feature PRs that overlap with planned core work may need to be redirected — check the roadmap first. See `CONTRIBUTING.md`. ## Model Used - OpenAI Codex coding agent based on GPT-5, with shell, git, Paperclip API, and GitHub CLI tool use in the local Paperclip workspace. ## Checklist - [x] I have included a thinking path that traces from project context to this change - [x] I have specified the model used (with version and capability details) - [x] I have checked ROADMAP.md and confirmed this PR does not duplicate planned core work - [x] I have run tests locally and they pass - [x] I have added or updated tests where applicable - [x] If this change affects the UI, I have included before/after screenshots - [x] I have updated relevant documentation to reflect my changes - [x] I have considered and documented any risks above - [x] I will address all Greptile and reviewer comments before requesting merge Note: screenshot checklist item is not applicable; this PR changes skills, docs, and server tests. --------- Co-authored-by: Paperclip <noreply@paperclip.ing>
2026-04-24 14:15:28 -05:00
7. Run the pre-submit checklist before opening the hire: `references/draft-review-checklist.md`.
## How to apply an adjacent template
Use this when the requested role is close to an existing template but not the same (for example, "Backend Engineer" adapted from `coder.md`, "Content Designer" adapted from `uxdesigner.md`, "Release Engineer" adapted from `qa.md`, or "AppSec Reviewer" adapted from `securityengineer.md`).
1. Start from the closest template.
2. Rewrite the role title, charter, and capabilities for the new role — do not leave the source role's framing in place.
3. Swap domain lenses to match the new discipline. Keep only lenses that actually apply.
4. Remove sections that do not fit (for example, drop the UX visual-quality bar from a backend engineer template, or drop infrastructure lenses from an application-only security reviewer).
5. Add any role-specific section the baseline role guide recommends but the source template omitted.
6. Note in the hire comment which template you adapted and what you changed, so future hires of the same role can start from your draft.
7. Run the pre-submit checklist.
## How to apply the generic fallback
Use this when no template is close. Open `references/baseline-role-guide.md` and follow its section outline. That guide is structured so a CEO or hiring agent can produce a usable `AGENTS.md` without asking the board for prompt-writing help. After drafting, run the pre-submit checklist.
## Lens-based role drafting (worked examples)
Lenses are the single biggest quality lever for expert roles and the single biggest noise source for operational roles. Use these examples to calibrate.
### Example 1 — lens-heavy adjacent template: "Backend Performance Engineer"
Source: adjacent to `coder.md`, but the charter is performance and reliability, not general feature work.
1. Start from `coder.md`.
2. Rewrite the charter around performance: owns latency and throughput budgets, profiles hot paths, proposes concrete fixes with before/after measurements, and blocks merges that regress SLO.
3. Add a focused lens section (about 610 lenses), for example: Amdahl's Law, Tail-at-Scale, Little's Law (throughput = concurrency / latency), N+1 queries, hot-cold partitioning, cache coherence, GC pause budget, backpressure, SLO vs SLI vs SLA, observability-before-optimization.
4. Add a "performance review bar" describing evidence expected in a PR: flamegraph or trace, baseline vs fixed numbers, test that fails on regression.
5. Drop UX-visual-quality content. Drop broad security lenses — route those to SecurityEngineer.
This produces a lens-heavy variant without pasting the SecurityEngineer or UXDesigner lens dump, and without leaving Coder's generic framing in place.
### Example 2 — focused lens subset for a narrow role: "Dependency Auditor"
Source: adjacent to `securityengineer.md`, but the scope is only supply-chain risk.
1. Start from `securityengineer.md`.
2. Rewrite the charter around supply-chain audit: watch lockfile changes, run `osv-scanner`/`npm audit`/`pip-audit`, triage CVEs, and file remediation tickets with owner and severity.
3. Keep only the Supply chain, Secure SDLC, and Logging/monitoring lens groups. Drop AuthN/AuthZ, Cryptography, Web-specific hardening, Infrastructure, Rate limiting, Data protection. Those lenses would just add noise to the wake prompt for a pure dependency-audit role.
4. Keep the Review bar and Remediation bar sections, since the role still produces concrete findings with severity and fix proposals.
5. Drop the disclosure-discipline clause if the role never handles private advisories; keep it if it does.
The result is a compact, role-appropriate prompt that still cites lenses the auditor actually applies, without inheriting the full security lens catalog.
### Example 3 — no lenses needed: "Release Coordinator"
Source: adjacent to `qa.md`, but the charter is release-note curation and cut coordination, not browser verification.
1. Start from `qa.md`.
2. Rewrite the charter around release coordination: assemble release notes from merged PRs, confirm CI is green, tag the release, file follow-up tickets for known issues.
3. Do not add a lens section at all. This role is operational; the baseline role guide explicitly allows roles without lenses when judgment is not the deliverable.
4. Keep the comment-on-every-touch rule, the blocked/unblock rule, and the heartbeat-exit rule.
5. Replace the browser workflow with the release-coordination workflow (which PRs to include, how to format notes, who signs off).
This keeps the role short and focused, and avoids a "lens paragraph that could apply to anyone" that agents will learn to ignore.
### Example 4 — UX-adjacent template with trimmed lenses: "Content Designer"
Source: adjacent to `uxdesigner.md`, but the charter is voice, microcopy, and information architecture — not full visual design.
1. Start from `uxdesigner.md`.
2. Rewrite the charter around content: owns voice/tone, microcopy, and information architecture for product surfaces; reviews empty-state copy, error messages, and onboarding flows; pushes back on jargon and dark-pattern language.
3. Keep lens groups: `IA & content`, `Forms & errors` (microcopy), `Behavioral science` (framing, defaults, anchoring), `Accessibility` (plain language, reading level), `Emotional & trust`, `Ethics` (dark-pattern copy).
4. Drop lens groups: `Gestalt`, `Motion & perceived performance`, `Platform & context` (thumb zones), and most of `System & interaction` (Fitts's Law, Doherty Threshold) — these are visual/interaction lenses the content role does not apply.
5. Keep `Reach for what exists first` but reframe around content patterns (error templates, toast taxonomy, empty-state voice) instead of components and tokens.
6. Drop the `Visual quality bar` pixel checklist; replace with a content bar (voice consistent, scannable, plain-language, no dark-pattern copy).
7. Keep the `Visual-truth gate` but narrow the renderable-surface requirement to "cite the rendered string in context" (for example, a screenshot or a grep of the copy in the compiled output) rather than desktop + mobile viewport shots.
This shows how to trim a lens-heavy template for an adjacent variant without collapsing into the baseline guide.
---
In every case, state which path you took in the hire comment and call out what you adapted. Future hires of the same role start from your draft, so the clearer the reasoning, the cheaper the next hire.